Distribution Support Manager - George at Momentum Metropolitan Holdings Limited

Role Purpose    
The Distribution Support Manager (DSM) supports the Momentum Distribution Services (MDS)  distribution support admin team by organising and co-ordinating office administration and procedures, in  order to ensure organisational effectiveness and efficiency through world-class leadership of the  administrative team.

Requirements    
Qualifications:

• Grade 12/Matric
• Relevant NQF 7 business related tertiary level qualification

Experience:

• Proven minimum of two years’ office management experience in financial service industry,
• Experience within the MDS Sales environment will be an advantage,
• Proficient in Afrikaans and English (both written and verbal).
• • Valid driver license

Duties & Responsibilities    
Internal Processes

• Successful management of new business process
• Manage general operations and infrastructure including but not limited to:
• Lease management including being concept driver of the branch of the future
• Optimal connectivity
• Security and safety of People
• Accurate reporting, measure results to continuously improve delivery.
• Daily workflow management and effective resource planning, identification of service failures and problem resolution.
• Manage the implementation of standard operating procedures and uphold good quality and service standards.
• Manage business efficiency through the management and optimisation of people, processes, systems and technology.
• Implement and monitor the application of good governance principles,
• Treat Customers Fairly (TCF),

POPIA,

• FICAA principles and any other legislative compliance requirements.
• Manage escalation process to resolution and identify and fix process inefficiencies.
• Responsible for all area specific training and events which includes RSVP
• Administrative support to Regional Sales Manager
• Responsible for all system, process and technology training requirements for all internal and external stakeholders (ability to train)
• Execution of panel management has to be aligned with our Game plan credo and it expected that  person understands the impact of linkage changes
• Adhere to Way of work document

Client

• Maintain meaningful business relationships with all stakeholders
• Independent Financial Advisor (IFA) contract management process and maintenance
• Create and enhance brand visibility in the IFA practices
• Manage and record client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes
• Know IFA practice and productive status level
• Understanding the role and requirement of the client in the IFA practice
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

People

• Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values. (Game Plan Credo & Partnership Model)
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, high performance and cohesiveness.
• Select and recruit suitably qualified talent in line with Employment Equity principles and  Momentum Metropolitan values.
• Effectively manage performance within the team in order to ensure business objectives are achieved.
• Encourage innovation, change agility and collaboration within the team.
• Management and implementation of employee orientated processes:
• Recognition - MDS Elite Programme programme
• Performance Excellence - lead and engage with employees on set team goals through  authentic performance conversations with employees
• Employee Engagement and morale of employees
• Employee wellness

Finance

• Control the budget for area of responsibility, including the timeous processing of expenditures and implementation of financial regulations within budget constraints
• Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy (curtailing and minimizing potential losses)
• Recording of IFA expenditure on the conflict of interest record keeping tool
• Provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.
• Adhere to risk management, governance and compliance policies in own area, to identify and  manage governance and risk exposure liability.
• Investigate reported willful acts of non-compliance to organisation policy and practice and report  on findings.

Knowledge:

• Extensive financial services industry knowledge.
• Knowledge of administrative policies, procedures and processes.
• Knowledge of business-related rules, legislation and regulations.
• Knowledge of relevant regulatory and compliance requirements.

Skills:

• Presentation skills
• Influencing skills
• Planning and organising skills
• Communication skills
• Interpersonal skills
• Technology savvy
• Ability to work virtually under the current pandemic
• Microsoft Office skills

Competencies    

• Brand Ambassadorship
• Attention to detail
• Self-starte
• Leading and supervising,
• Business acumen,
• Professional standards
• Relating and networking (building rapport and relationships),
• Change management,
• Stress tolerance,
• Flawless and effective communication (written and oral),
• Delivering results and meeting stakeholder expectations,
• Teamwork and collaboration,